Schedule B (Form 990) (2023)

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)


Name of organization KARP FAMILY FOUNDATION STEPHEN R AND JILL E KARP TRUSTEES	Employer identification number 04-3226725
Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	STEPHEN R KARP 75 PARK PLAZA THIRD FLR BOSTON, MA02116	$ 1,336,576	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Name of organization
KARP FAMILY FOUNDATION STEPHEN R AND
JILL E KARP TRUSTEES

Employer identification number
04-3226725

Part I

Contributors

Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.

(a)
No.

(b)
Name, address, and ZIP + 4

(d)
Type of contribution

STEPHEN R KARP

75 PARK PLAZA THIRD FLR

BOSTON, MA02116

$ 1,336,576

Person

Payroll

Noncash

(Complete Part II for noncash contributions.)

(a)
No.

(b)
Name, address, and ZIP + 4

(d)
Type of contribution

Person

Payroll

Noncash

(Complete Part II for noncash contributions.)

(a)
No.

(b)
Name, address, and ZIP + 4

(d)
Type of contribution

Person

Payroll

Noncash

(Complete Part II for noncash contributions.)

(a)
No.

(b)
Name, address, and ZIP + 4

(d)
Type of contribution

Person

Payroll

Noncash

(Complete Part II for noncash contributions.)

(a)
No.

(b)
Name, address, and ZIP + 4

(d)
Type of contribution

Person

Payroll

Noncash

(Complete Part II for noncash contributions.)

(a)
No.

(b)
Name, address, and ZIP + 4

(d)
Type of contribution

Person

Payroll

Noncash

(Complete Part II for noncash contributions.)

Schedule B (Form 990) (2023)


Name of organization KARP FAMILY FOUNDATION STEPHEN R AND JILL E KARP TRUSTEES	Employer identification number 04-3226725
Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	680 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY	$ 196,026	2023-04-21
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	17.85 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY	$ 11,352	2023-04-24
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	1,270 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY	$ 205,126	2023-06-15
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	7,755 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY	$ 796,603	2023-06-23
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	1,230 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY	$ 198,841	2023-09-06
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	828 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY	$ 202,119	2023-09-14
Schedule B (Form 990) (2023)

Name of organization KARP FAMILY FOUNDATION STEPHEN R AND JILL E KARP TRUSTEES	Employer identification number 04-3226725
Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	2,063 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY	$ 238,768	2023-10-30
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	1,098 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY	$ 229,551	2023-12-07
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	9,215 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY	$ 1,408,458	2023-12-22
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	942 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY	$ 133,968	2024-01-25
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	1,941 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY	$ 329,132	2023-11-07
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Name of organization
KARP FAMILY FOUNDATION STEPHEN R AND
JILL E KARP TRUSTEES

Employer identification number

04-3226725

Part II

Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.

(a)
No. from Part I

(b)
Description of noncash property given

(d)
Date received

680 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY

$ 196,026

2023-04-21

(a)
No. from Part I

(b)
Description of noncash property given

(d)
Date received

17.85 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY

$ 11,352

2023-04-24

(a)
No. from Part I

(b)
Description of noncash property given

(d)
Date received

1,270 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY

$ 205,126

2023-06-15

(a)
No. from Part I

(b)
Description of noncash property given

(d)
Date received

7,755 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY

$ 796,603

2023-06-23

(a)
No. from Part I

(b)
Description of noncash property given

(d)
Date received

1,230 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY

$ 198,841

2023-09-06

(a)
No. from Part I

(b)
Description of noncash property given

(d)
Date received

828 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY

$ 202,119

2023-09-14

Schedule B (Form 990) (2023)

Name of organization
KARP FAMILY FOUNDATION STEPHEN R AND
JILL E KARP TRUSTEES

Employer identification number

04-3226725

Part II

Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.

(a)
No. from Part I

(b)
Description of noncash property given

(d)
Date received

2,063 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY

$ 238,768

2023-10-30

(a)
No. from Part I

(b)
Description of noncash property given

(d)
Date received

1,098 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY

$ 229,551

2023-12-07

(a)
No. from Part I

(b)
Description of noncash property given

(d)
Date received

9,215 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY

$ 1,408,458

2023-12-22

(a)
No. from Part I

(b)
Description of noncash property given

(d)
Date received

942 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY

$ 133,968

2024-01-25

(a)
No. from Part I

(b)
Description of noncash property given

(d)
Date received

1,941 SHARES OF VARIOUS SECURITIES HELD AT FIDELITY

$ 329,132

2023-11-07

(a)
No. from Part I

(b)
Description of noncash property given

(d)
Date received

Schedule B (Form 990) (2023)


Name of organization KARP FAMILY FOUNDATION STEPHEN R AND JILL E KARP TRUSTEES			Employer identification number 04-3226725
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

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